{
  "docId": "019dd923-622c-750b-8b9a-40e2965928db",
  "docSlug": "e5bffbaac707",
  "documentTitle": "TransMedics (TMDX)",
  "authorId": "58_Scorpion_Capital",
  "authorName": "Scorpion Capital",
  "documentKindSlug": "research-note",
  "documentKindLabel": "Research note",
  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2025-01-10 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.3333334,
  "pageNumber": 153,
  "pageCount": 342,
  "prevPage": 152,
  "nextPage": 154,
  "slideType": "ceo_quote",
  "function": "expose_contradiction",
  "density": "balanced",
  "nDataPoints": 0,
  "notes": "The slide uses a Q&A format to highlight potential misuse of system access.",
  "elementsJson": [
    "paragraph",
    "quote_block",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b9a-40e2965928db/153",
  "deckHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-40e2965928db#slide-153",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "It could essentially be giving them a competitive advantage, if you can go in there and see what center has all the top listed, the sickest liver patients.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-5373-719d-a97d-94ffb115919f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.552,
        "w": 0.854,
        "x": 0.073,
        "y": 0.345
      },
      "kind": "paragraph",
      "text": "DonorNet access provides “broadest level of access” and a competitive advantage\nQ: “And how could they be abusing this?”\nA: “For a while, they were going in with the access that they had from another OPO. It depends on what sorts of permissions that OPO has and how tightly they’re monitoring the privileges that they grant. But the system is not really designed to let a third-party company into this, and once they’re in, they’re in, and the OPOs typically have the broadest level of access. They could be saving information. There’s patient-level information in there. Potential recipients, where they are. It could essentially be giving them a competitive advantage, if you can go in there and see what center has all the top listed, the sickest liver patients. I imagine that might give them an advantage as a vendor over the competition about which next transplant center you might go out and try to court to be a client of yours.” – Executive at a West Coast OPO, longtime industry veteran",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7503a769-5be4-4e29-b408-ff7d1d073a67",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "“For a while, they were going in with the access that they had from another OPO. It depends on what sorts of permissions that OPO has and how tightly they’re monitoring the privileges that they grant. But the system is not really designed to let a third-party company into this, and once they’re in, they’re in, and the OPOs typically have the broadest level of access. They could be saving information. There’s patient-level information in there. Potential recipients, where they are. It could essentially be giving them a competitive advantage, if you can go in there and see what center has all the top listed, the sickest liver patients. I imagine that might give them an advantage as a vendor over the competition about which next transplant center you might go out and try to court.” — Executive at a West Coast OPO, longtime industry veteran",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd953-5373-719d-a97d-980b425ba535",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.015,
        "w": 0.235,
        "x": 0.073,
        "y": 0.948
      },
      "kind": "source-note",
      "text": "Source: Scorpion Capital consultation calls with experts",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "24a817d1-52bf-4627-abbe-9259760603d3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.215,
        "w": 0.854,
        "x": 0.073,
        "y": 0.069
      },
      "kind": "title",
      "text": "The OPO executive explained that a DonorNet login would provide TransMedics with “the broadest level of access...they could be saving information” – “they system is not really designed to let a third-party company into this...once they’re in, they’re in...there’s patient-level information in there...potential recipients, where they are...it could essentially be giving them a competitive advantage...an advantage as a vendor over the competition about which next transplant center you might go out and try to court...”",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "629f97a1-5435-4ee3-909d-2f04e60655a2",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}